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Moving & handling plans

A clear record. An individual plan.

Blank documentation frameworks for the most common transfer types. A competent assessor must complete and verify the plan for the person, task, equipment and care team before use.

What the person can do now, on a good day and a bad day, and what matters to them.

Blank framework · TXT

Mobile hoist: one carer

Sling, configuration, assistance, environment and contingency.

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Blank framework · TXT

Ceiling-track hoist

Coverage, sling, controls, destination and emergency lowering.

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Blank framework · TXT

Standing transfer aid

Exact device, active ability and task-specific controls.

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Blank framework · TXT

Bed mobility

Positioning, profiling, skin considerations and participation.

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Blank framework · TXT

Slide sheets

System, task, staff and placement requirements.

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Blank framework · TXT

Other active transfer aids

Device-specific prerequisites, setup and support.

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Standing aids are not interchangeable: document the exact device and its manufacturer requirements. Templates are documentation frameworks, not handling instructions.

Next step

Need a plan reviewed or put into practice?

We audit existing plans for equipment, assistance and contingency detail, and train the team that delivers them.